Pioneer Wealth, Author at Pioneer Wealth Management Group - Page 3 of 3

Reflections from My First NAPFA Conference

Having recently transitioned from the investment management industry to my new role as an advisor with Pioneer, I was thrilled to have the opportunity to attend my first NAPFA conference earlier this month. The National Association of Personal Financial Advisors – NAPFA for short – is the primary non-profit organization dedicated to advocating for fee-only, fiduciary […]

Using Whole Foods’ Mega Backdoor Roth to Save More for Retirement

Whole Foods’ Mega Backdoor Roth allows employees to contribute additional after-tax dollars to a Roth 401(k), potentially helping you save taxes in retirement. Learn whether the Mega Backdoor Roth might be right for you.

Choosing Investments for your Whole Foods 401(k) Portfolio

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Tax Management for Whole Foods Equity Compensation

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Win-Win Charitable Giving Strategies for Whole Foods Employees

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Jan 28, 2025

Pioneer Wealth Management Group Celebrates 20 Years of Service and Announces Four New Partners in Strategic Expansion

Founder Milad Taghehchian, CPA, CFP® Shares Ownership with Chris Cyndecki, CFA, CFP®, Ian Tennant,…
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Nov 21, 2024

The SECURE Act and Its Evolutions: A Guide to Retirement Savings Legislation

The SECURE Act, SECURE 2.0, and the proposed SECURE 3.0 are significant pieces of…
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Nov 18, 2024

Twenty Years for Pioneer Wealth: A Conversation with Its Founder

In 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won…
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